StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
8446.TWO$84.60-1.40%
Fair $84.60+0.0%

8446.TWO

HIM International Music Inc.

Communication Services / EntertainmentTaipei Exchange

$84.60

-1.20 (-1.40%)

Fairly Valued+0.0%Fair Value $84.60Fund rank 39/100 · Data gapFallback financials|
SA 50/C
F-Score: 4/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $514.7M · quality 82.0/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 87/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

50/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 8446.TWOLocal privado en este navegador · HIM International Music Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$4.5B

P/E

8.4x

↓

EV/EBITDA

4.7x

↓

ROE

24.4%

↑

Gross Margin

67.0%

↑

Debt/Equity

0.05

↓
52-Week Range$85
$82$105

TradingView lightweight chart

8446.TWO price, volumen y niveles de valoración

Último $84.60Periodo +151.8%
Fair value: $84.60

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+6.5%

FCF CAGR

-6.5%

FCF margin

39.4%

FCF / Net income

0.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.08B · net income $545.2M · FCF $427.4M

2022-FY → 2025-FY

Gross margin

67.0%-4.3% pts

Operating margin

42.1%-4.5% pts

Net margin

50.3%+15.2% pts

FCF margin

39.4%-18.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.08B$1.08B$1.38B$1.20B$897.4M
Net Income$545.2M$545.2M$605.4M$435.6M$314.3M
EBITDA$735.2M$735.2M$810.7M$592.4M$438.3M
EPS——11.418.215.92
Gross Margin67.0%67.0%62.7%60.7%71.2%
Operating Margin42.1%42.1%43.1%39.0%46.6%
Net Margin50.3%50.3%44.0%36.3%35.0%
Balance Sheet
Debt/Equity0.050.050.080.390.56
Current Ratio2.642.64———
Cash Flow
Free Cash Flow$427.4M$427.4M$514.7M$568.1M$523.5M
Returns
ROE24.4%24.4%28.7%23.9%19.1%
Valuation
P/E8.358.3510.2113.8914.22
EV/EBITDA4.734.736.799.219.67
P/B2.012.012.933.322.71
Growth & Yield
Revenue Growth-21.1%-21.1%14.8%33.6%—
EPS Growth——39.0%38.7%—
Dividend Yield9.6%9.6%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -6.7%

Total return

-6.7%

Start / end P/E

n/dx → n/dx

EPS bridge

11.41 → n/d

Residual

-16.2%

EPS growthn/d
Multiple reratingn/d
Dividend+9.6%
Residual / FX / buybacks / cross-term-16.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.